Bristol Gate Capital Partners Inc. Reduces Stock Holdings in GE Aerospace $GE

Posted by Brian Himes on Aug 26th, 2026

Bristol Gate Capital Partners Inc. reduced its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 17.5% in the 2nd quarter, Holdings Channel.com reports. The firm owned 194,423 shares of the company’s stock after selling 41,123 shares during the quarter. GE Aerospace makes up 5.1% of Bristol Gate Capital Partners Inc.’s holdings, making the stock its 4th largest holding. Bristol Gate Capital Partners Inc.’s holdings in GE Aerospace were worth $72,662,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Auto Owners Insurance Co raised its stake in shares of GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after buying an additional 65,595,733 shares in the last quarter. Norges Bank acquired a new stake in GE Aerospace in the 4th quarter valued at $4,444,736,000. Amundi lifted its holdings in shares of GE Aerospace by 135.2% during the first quarter. Amundi now owns 6,119,975 shares of the company’s stock valued at $1,736,665,000 after acquiring an additional 3,518,278 shares during the period. Jennison Associates LLC grew its holdings in shares of GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after purchasing an additional 3,017,937 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in GE Aerospace by 382.1% during the 4th quarter. Corient Private Wealth LLC now owns 2,757,281 shares of the company’s stock valued at $849,325,000 after purchasing an additional 2,185,321 shares during the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have issued reports on GE shares. UBS Group lifted their price objective on GE Aerospace from $426.00 to $435.00 and gave the company a “buy” rating in a research report on Friday, July 17th. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a research report on Monday, July 20th. Citigroup reissued a “buy” rating and set a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. TD Cowen reaffirmed a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $390.59.

View Our Latest Analysis on GE

GE Aerospace Stock Up 2.3%

Shares of GE Aerospace stock opened at $349.68 on Wednesday. The company has a market capitalization of $362.81 billion, a P/E ratio of 41.19, a price-to-earnings-growth ratio of 2.50 and a beta of 1.36. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The business has a 50-day moving average of $361.04 and a two-hundred day moving average of $327.48. GE Aerospace has a 1 year low of $267.42 and a 1 year high of $388.84.

GE Aerospace (NYSE:GE – Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion during the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.GE Aerospace’s quarterly revenue was up 21.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, equities analysts predict that GE Aerospace will post 7.91 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, July 27th. Shareholders of record on Monday, July 6th were issued a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, July 6th. GE Aerospace’s dividend payout ratio is 22.14%.

Insider Activity

In other news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by corporate insiders.

About GE Aerospace

(Free Report)

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.